Episode Details
| Title | ICE Raids, LA Riots, Strong Economic Data, Politicized Fed, Iran War with Tucker Carlson |
|---|---|
| Date | 6/13/2025 |
| Podcast | All-In with Chamath, Jason, Sacks & Friedberg ↗ |
Key Insights
Bullish:
- 🟢 $TSLA - Jason expresses high confidence in Tesla's potential based on a recent visit to the company and observation of Elon Musk's leadership, suggesting significant upside for the company.
- “I saw Elon on Tuesday, and I got to spend a couple hours with him at Tesla. He let me audit a couple of meetings with him, actually. [...] What they're doing was amazing. And then second, to see Elon in action at scale in that way is like watching a Maestro paint a masterpiece. It's really impressive. [...] I would not be sleeping on this company is what I would say.” - Jason (1:25:00)
- 🟢 $TARIFFS - 🔒